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Evergreen Private Wealth’s WIX.com WIX Stock Holding History

Evergreen Private Wealth’s Portfolio WIX Stock Details WIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$4.72K – 298
2025
Q2 		$4.72K Hold
30
– – ﹤0.01% 185
2025
Q1 		$4.87K Buy
+30
New +$6.23K ﹤0.01% 163

Other funds holding WIX

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Evergreen Private Wealth's WIX Position: Q3 2025 in Review

Evergreen Private Wealth sold out of WIX.com (WIX) in Q3 2025, closing a stake of 30 shares — an estimated $4.72K sold.

Evergreen Private Wealth first reported a position in WIX in Q1 2025 and held it in 2 quarters. The position peaked at $4.87K in Q1 2025. 426 funds tracked by Wall St. Rank hold WIX as of Q3 2025.

  • Evergreen Private Wealth reported no remaining WIX.com position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 30 WIX.com shares in Q3 2025, an estimated $4.72K.
  • Evergreen Private Wealth first reported a position in WIX.com in Q1 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's WIX.com position peaked at $4.87K in Q1 2025.
  • 426 funds tracked by Wall St. Rank held WIX.com as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.